AST SpaceMobile Q2 2026 Earnings Call

from AST SpaceMobile Podcast · host SpaceMob

AST SpaceMobile Q2 2026 Earnings Call00:00 Introduction and Safe Harbor01:57 Abel Avellan's Opening Remarks03:30 Spectrum Strategy and Tunable Bands05:37 Rakuten J-LEO Award in Japan06:26 60+ MNO Partners and 3B Subscribers07:27 Bluebird Satellite Manufacturing Update08:04 ASIC Chip Reaches Full Production08:40 Texas Manufacturing Expansion10:59 $1.3B Revenue Backlog Revealed11:32 Scott Wisniewski on Commercialization13:56 US Government Contracts and Golden Dome15:10 Expanding TAM: Radar, IoT, AI Edge Compute19:31 Q2 Revenue and 2026 Guidance20:50 Andy Johnson's Financial Update23:09 Manufacturing Cadence and CapEx Outlook30:33 $1.15B Convertible Notes Offering32:31 Shareholder Q&A Session38:39 Analyst Q&A: Rakuten Deal and Backlog53:47 Beta Trials and Commercial Timeline1:00:41 Sovereign Constellations and Global Expansion🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk

Episode metadata supplied by the publisher feed · Published Aug 10, 2026

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AST SpaceMobile Q2 2026 Earnings Call

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